Accept new enquiries quickly
Take enquiries from your booking page and get straight to reviewing, with less email back-and-forth.
Feature spotlight
Client onboarding without the email tennis
From first enquiry to signed agreement, Bloom keeps your onboarding flow clear, professional, and handled for you, leaving you to get on with the really important work.
Onboarding that leaves a great first impression, without the admin scramble
The admin around therapy should be sorted from day one, for you and for your client.
Before
- 1Chasing forms and agreements over email
- 2Copying client details between inboxes, docs, and notes
- 3Manually checking who has signed what, and when
- 4Starting first sessions without key admin complete
You focus on the relationship. Bloom handles the setup around it.
See the onboarding flow in practice
How Bloom takes clients from enquiry to ready-for-session, without the admin scramble.
Capture enquiries and move clients into onboarding quickly
New enquiries land straight in your workflow, ready to review. Clients can book a free consultation that goes directly into your calendar. No Google Forms, and no enquiry slips through.
Collect agreements digitally with a clear audit trail
Smooth out your onboarding. Start from a template or write your own. Send your counselling agreement once and track completion in one place. No more guessing whether forms were opened, signed, or still outstanding.
From first enquiry to fully onboarded, all in one view
Onboarding starts the moment a new enquiry comes in. Bloom shows you who is new, which documents have already been sent, and exactly what each client still needs to complete, so nothing slips through the cracks before session one.
What this helps with day to day
Practical improvements you feel in your day-to-day workflow, not just a longer feature list.
Collect signed agreements online
Clients can read and sign your counselling agreement before their first session. No more Google Drive folders or DocuSign accounts full of forms detached from client records.
Onboarding all in one place
Track who has requested, signed, and confirmed so no step gets missed.
Start your sessions with the basics covered
Spend first-session time with your client, not paperwork and admin catch-up.
Why therapists switch to Bloom
- Built for therapy onboarding rather than generic intake forms.
- Reduces admin load while giving clients a smoother first impression.
- Keeps agreements and client setup tied to each client record.